See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,608 | $70,756+179.3% | $65,493+201.7% | $142,382+38.8% |
| Participation rate | 45.5% | 77.4%-31.9pp | 73.1%-27.6pp | 80.1%-34.7pp |
| Annual return | 9.42% | 1754.89%-1745.5pp | 982.45%-973.0pp | 217.08%-207.7pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,991 | $4,637-13.9% | $3,961+0.8% | $6,507-38.7% |
| Admin fee / account holder | $1,271 | $6,559-80.6% | $5,028-74.7% | $12,624-89.9% |